Dennis Ahlm is a financial advisor with Ameriprise in Rogers, MN, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support its recommendations.

Lucas Headley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to that, he worked with Ameriprise Financial Services, Inc. for 10 years. He is also the managing partner of Paragon Operations, LLC, a financial management company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice within a large institutional framework that includes advisory, brokerage, and insurance solutions.